Invesco India Smallcap Fund vs Axis Small Cap Fund compare

Invesco India Smallcap Fund vs Axis Small Cap Fund compare

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Invesco India Smallcap Fund - Regular Plan - Growth

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Axis Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Fund	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹7580 Cr	₹26143 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Oct 2018	29 Nov 2013
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap TRI	NIFTY Smallcap 250 TRI
Turn Over	47%	5%
Expense Ratio	1.78	1.61
Manager	Aditya Khemani	Shreyash Devalkar
ISIN Code	INF205K011T7	INF846K01K01
Exits Load	Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
1 Month	-3.02%	-3.31%
6 Month	16.56%	13.13%
1 Year	7.1%	4.02%
3 Year	25.91%	19.08%
5 Year	31.51%	27.77%

SIP Return Analysis

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
6 Month	6.21%	3.96%
1 Year	7.59%	4.8%
3 Year	23.67%	16.85%
5 Year	24.56%	19.59%

Rolling Lumpsum Returns

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
1 Year	24.48%	17.75%
3 Year	27.92%	19.97%
5 Year	30.15%	20%

Risk Management

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Standard Deviation	16.01%	14.00%
Sharp	1.17%	0.99%
Beta	0.78%	0.71%
Alpha	3.94%	0.44%

Fund Managers

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Name	Aditya Khemani	Shreyash Devalkar
Total AUM	₹12070 Cr	₹166770 Cr
Funds Managed	3	14
	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth

Market Cap

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Others	8.64	14.09
Large Cap	7.78	3.74
Small Cap	67.29	68.76
Mid Cap	16.29	13.42

Sector Allocation

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Others	2.45	10.43
Consumer Cyclical	14.83	10.06
Healthcare	21.23	14.1
Financial Services	26.86	17.62
Basic Materials	7.46	12.07
Technology	5.24	6.39
Industrials	17.65	18.08
Real Estate	2.67	4.26
Communication Services	0	0.91
Consumer Defensive	1.61	5.49
Utilities	-	0.6

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